CIA
Compass Ion Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
70,985
-6,462
| -8% | -$158K | 0.19% | 60 |
|
|
2025
Q1 | $1.71M | Sell |
77,447
-27,210
| -26% | -$601K | 0.2% | 64 |
|
|
2024
Q4 | $2.43M | Buy |
104,657
+69,331
| +196% | +$1.61M | 0.29% | 46 |
|
|
2024
Q3 | $2.4M | Buy |
+35,326
| New | +$2.4M | 0.29% | 46 |
|